Getting Started with ERPNext
Your first steps in ERPNext - the desk, workspaces, navigation, list and form views, and how documents move from draft to submitted.
Part of ERPNext Developer, ERPNext Accountant, ERPNext Inventory Controller, ERPNext Procurement Officer, ERPNext Sales Professional, ERPNext Retail Supervisor, ERPNext Production Controller, ERPNext HR & Payroll Officer, ERPNext Project Manager, ERPNext System Administrator, ERPNext Functional Consultant learning paths
What You'll Learn
- ✓Explain what ERPNext is and why many companies struggle with it
- ✓Find your way around the ERPNext desk and its workspaces
- ✓Move quickly with menus and global search
- ✓Work in list view and form view, and use filters, search, columns and saved views
- ✓Work with others on documents using comments, mentions, attachments and the activity log
- ✓Set your timezone, language, email and notification preferences
- ✓Explain document status: draft, submitted, cancelled and amended
Course Content
10 lessons · 45m total
What ERPNext Is - And Why Many Companies Struggle
If ERPNext has ever confused you, frustrated you, or exposed weaknesses in your organization, this is the clarity you’ve been missing. This video cuts through the noise and shows you what ERPNext truly is, why companies struggle, and the mindset you must have before implementing it.
The ERPNext Desk: Your Command Center
The ERPNext Desk is the central command center of the entire ERPNext system. This video gives you a clear, visual understanding of how the Desk works, how modules are organized, and how ERPNext presents all business functions in one clean, intuitive homepage.
ERPNext Workspaces: Your Daily Work Area
ERPNext Workspaces are the heart of daily operations - the screens where users spend most of their time managing customers, processing transactions, and accessing reports. This video gives you a clear, visual breakdown of how Workspaces are structured and how they organize everything in one place.
ERPNext Menus & Global Search: Fast Navigation
Efficient navigation is one of the biggest productivity boosters in ERPNext. In this video, you’ll get a clear visual understanding of how Menus and Global Search work - the two tools that let you move through ERPNext quickly and access features instantly.
ERPNext List View vs Form View (Part 1)
Understanding the difference between List View and Form View is essential for anyone using ERPNext. These two screens form the backbone of daily navigation - and once you master them, everything else becomes easier.
About This Course
Welcome to the starting point of your ERPNext journey. This course gives you a solid, confident foundation in ERPNext, the open-source ERP system, starting with why many companies struggle with it.
Rather than clicking through menus randomly, you'll understand how ERPNext is organised: the desk, workspaces, menus and global search, list and form views, and the comments, mentions, attachments and activity log on every document. You'll set your own user settings and learn how document status works - draft, submitted, cancelled and amended - so you know what each document can and cannot do.
This is the course every ERPNext journey should start with.
Prerequisites
- •Basic computer literacy (Windows or Mac)
- •Access to an ERPNext instance (cloud or local)
- •No prior ERP experience required
Who This Course Is For
- →Business owners and entrepreneurs adopting ERPNext for the first time
- →Finance, procurement, or operations staff who are new ERPNext users
- →Consultants onboarding clients onto ERPNext
- →Anyone who wants to understand ERPNext before diving into specialist modules
This course includes
- ⏱45m of on-demand video
- 🎬10 lessons
- ♾️Full lifetime access
- 📱Access on all devices
Your Instructor
Karani Geoffrey
ERPNext Architect & Implementation Consultant · 17+ Years in ERP
Karani Geoffrey is the founder of UPEO Academy and a leading authority on ERPNext implementation in East Africa. With over 17 years of hands-on experience deploying ERP systems across manufacturing, healthcare, retail, and financial services, Karani has guided hundreds of organisations through complex digital transformation journeys.
He is a certified Frappe/ERPNext developer and has built custom Frappe applications for multinational clients. His practical, no-nonsense teaching style bridges the gap between business strategy and technical execution - helping learners not just understand ERPNext, but master it.